| Keating Financial Advisory Services, Inc. | 1 | $10 | 0.00% | +1 | New |
| Cranbrook Wealth Management, LLC | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $36 | 0.00% | +4 | New |
| Hilton Head Capital Partners, LLC | 4 | $41 | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 6 | $61 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 7 | $71 | 0.00% | +7 | New |
| Pacific Center for Financial Services | 6 | $76 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $82 | 0.00% | −7−46.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $91 | 0.00% | +1+12.5% | Added |
| Signature Equity Partners, LLC | 9 | $92 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 11 | $112 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 11 | $112 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $122 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $123 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $128 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $133 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $143 | 0.00% | +7+100.0% | Added |
| Gilpin Wealth Management, LLC | 14 | $143 | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 15 | $153 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $164 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 20 | $204 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $204 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $224 | 0.00% | −39−63.9% | Reduced |
| WPG Advisers, LLC | 23 | $235 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 25 | $255 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $266 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $306 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $306 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $396 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 40 | $408 | 0.00% | +40 | New |
| Assetmark, Inc | 41 | $418 | 0.00% | +41 | New |
| Plante Moran Financial Advisors, LLC | 42 | $428 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 44 | $449 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 48 | $490 | 0.00% | +48 | New |
| Gables Capital Management Inc. | 50 | $510 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $510 | 0.00% | +15+42.9% | Added |
| Laurel Wealth Advisors LLC | 50 | $510 | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 54 | $551 | 0.00% | −6−10.0% | Reduced |
| Key Financial Inc | 59 | $602 | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 62 | $632 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $633 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 62 | $633 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $643 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $643 | 0.00% | +63 | New |
| CoreCap Advisors, LLC | 65 | $663 | 0.00% | +52+400.0% | Added |
| Scarborough Advisors, LLC | 76 | $775 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 79 | $806 | 0.00% | +79 | New |
| MRP Capital Investments, LLC | 81 | $827 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 85 | $867 | 0.00% | +85 | New |
| Center for Financial Planning, Inc. | 88 | $898 | 0.00% | +88 | New |
| AdvisorNet Financial, Inc | 89 | $908 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 89 | $908 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $918 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $918 | 0.00% | +80+800.0% | Added |
| SOA Wealth Advisors, LLC. | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 100 | $1.02K | 0.00% | +100 | New |
| IFP Advisors, Inc | 109 | $1.11K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 110 | $1.12K | 0.00% | +55+100.0% | Added |
| Caldwell Trust Co | 115 | $1.17K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 119 | $1.21K | 0.00% | −1,046−89.8% | Reduced |
| Estate Planners Group, LLC | 122 | $1.24K | 0.00% | +122 | New |
| Brown Brothers Harriman & Co | 124 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 126 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $1.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 135 | $1.38K | 0.00% | −149−52.5% | Reduced |
| Truvestments Capital LLC | 150 | $1.53K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 150 | $1.53K | 0.00% | +150 | New |
| International Assets Investment Management, LLC | 162 | $1.65K | 0.00% | +162 | New |
| Northwestern Mutual Wealth Management Co | 164 | $1.67K | 0.00% | −19−10.4% | Reduced |
| Ameriflex Group, Inc. | 171 | $1.74K | 0.00% | +87+103.6% | Added |
| EverSource Wealth Advisors, LLC | 179 | $1.83K | 0.00% | +69+62.7% | Added |
| Versant Capital Management, Inc | 189 | $1.93K | 0.00% | −182−49.1% | Reduced |
| Root Financial Partners, LLC | 189 | $1.93K | 0.00% | −60−24.1% | Reduced |
| Farther Finance Advisors, LLC | 190 | $1.94K | 0.00% | −334−63.7% | Reduced |
| Rothschild Investment LLC | 190 | $1.94K | 0.00% | −85−30.9% | Reduced |
| SHP Wealth Management | 204 | $2.08K | 0.00% | +204 | New |
| Armstrong Advisory Group, Inc | 222 | $2.27K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 266 | $2.71K | 0.00% | +266 | New |
| SRS Capital Advisors, Inc. | 283 | $2.89K | 0.00% | −1,108−79.7% | Reduced |
| Webster Bank, N. A. | 292 | $2.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 304 | $3.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 310 | $3.16K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 351 | $3.58K | 0.00% | −7−2.0% | Reduced |
| Cape Investment Advisory, Inc. | 305 | $3.60K | 0.00% | +305 | New |
| US Bancorp | 369 | $3.76K | 0.00% | −108−22.6% | Reduced |
| Atlantic Union Bankshares Corp | 480 | $4.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 493 | $5.03K | 0.00% | −3−0.6% | Reduced |
| St Germain D J Co Inc | 500 | $5.10K | 0.00% | −50−9.1% | Reduced |
| Huntington National Bank | 522 | $5.32K | 0.00% | +58+12.5% | Added |
| Advisors Asset Management, Inc. | 568 | $5.79K | 0.00% | +8+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 592 | $6.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 615 | $6.27K | 0.00% | +159+34.9% | Added |
| Umb Bank N A | 665 | $6.78K | 0.00% | −74−10.0% | Reduced |
| Covestor Ltd | 678 | $7.00K | 0.00% | +4+0.6% | Added |
| Valley National Advisers Inc | 264 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 706 | $7.53K | 0.00% | +613+659.1% | Added |
| North Star Investment Management Corp. | 810 | $8.26K | 0.00% | +50+6.6% | Added |